Whitebox Tactical Opportunities Fund

U.S. News evaluated 107 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 10.01 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -1.8%
1 Year 10.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide investors with a combination of capital appreciation and income that is consistent with prudent investment management. The Adviser has wide latitude to allocate the fund's assets among common and preferred stocks, warrants, fixed income securities, convertible securities, indexed securities and derivatives. The fund's equity investments will be comprised principally of common stocks, preferred stocks and convertible securities of U.S. issuers. It may invest in fixed income securities without regard to their credit ratings. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Whitebox Tactical Opportunities Fund has an expense ratio of 1.60 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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